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Stakeholder Interview Template

PROJECT VISION • What is your vision for this offering? • What defines success for this project? • What are the potential pitfalls (ie. what keeps you up at night about this project)? USERS • Different types of users (salesperson vs supervisor vs analyst) • Who is primary? • Role(s)? • Typical Background? • Defining Attribute? VALUE PROPOSITION • What problems do users have that this offering solves? • What is the core value prop of the offering? • What are the main marketing messages? COMPETITION • What similar tools are in use today? • Target Market? Value Proposition? • What are their relative strengths/weaknesses? • How is this offering different? YOUR CUSTOMERS • Target market(s)? • What role is your team selling to? • What problem do they have that their offering solves? • Who is their competition? • How are they differentiated? PROCESS & WORKFLOW (example questions here for a Salesperson role) • What is the nature between the salesperson and their customer? • How does the salesperson know when it is time to engage with a customer? Are their multiple types of engagements? Are there other key patterns (eg. cyclical patterns, size of company, level of customer savy-ness, industry, etc) • How do they prepare? How do they work with? What tools do they use? • How do they engage? What is the first step? And the next (and so on)? How does the engagement end? • What frustrations/ pain points do they experience with their current process?

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UX Apprentice 2013

commission? bonus?) • What is a bad results? (If an experience doesn’t go well. what happens. printouts.CONTEXT OF USE • What tools do they use today? Where do those tools fit? (collect screenshots. any relevant articles if possible) • What data points do they collect today? What insight are they able to share with customers today? How do they share it? What does it look like? • What’s missing in the current process that this tool will provide? • Where do you imagine your new (or redesigned) offering will fit? USER GOALS • What defines success? (if an experience goes well. what would they wish for?
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UX Apprentice 2013
. what happens?) • If users had a “magic wand” and could wish for anything to make the process better.